Markets Group is the leading platform for the asset allocator community — delivering forums, interviews, news, and research that keep conversations alive and decisions informed. Our mission is clear ➜ to build communities of investors committed to the power of peer insight. For CIOs, GPs & LPs, wealth managers, and institutional investors, we provide real-time insights year-round, connecting the global investment community from New York to London, Dubai to Sydney, São Paulo to Singapore. A trusted space where relationships evolve into allocations. ✨ Content. Connect. Allocate.

Your next big institutional relationship starts with the country’s top allocators. 💥Request the agenda to join: hubs.li/Q04w19Yb0 Be in the room with 75 senior institutional investment leaders as they discuss what's shaping institutional investment across the U.S at the Institutional Fall Retreat. Spots are still available. 📅November 18-20, 2026 📍Amelia Island #MarketsGroupIF

Real estate doesn't get a reserved seat in the portfolio. Martha Delgado makes it compete. Last month at #ALTSSF, she told @CourtMcQuade that alternatives have to earn their place. At Real Estate West, she applied the same discipline to property: generating yield is only part of the test. For a grant-making foundation, those decisions help fund real work. Delgado, of the Saint Francis Foundation, San Francisco, joined McQuade from the Sidelines of the 10th Annual Real Estate West Forum in Half Moon Bay to reveal where her next real estate dollar would go, what a "maturity wall" has to do with it, and what she needs that investment to deliver. Follow MG on LinkedIn to get Sidelines interviews as soon as they go live. #MarketsGroupRE

Industrial was the belle of the ball. Jasmine Nazari says she never left. In her view, industrial has become "a proxy for the parts of real estate that really are working," tracking "where people make things, what they buy, what they move." Nazari, partner at Urban Green Investments, joined @CourtMcQuade from the Sidelines of the 10th Annual Real Estate West Forum in Half Moon Bay. She also told McQuade where her next real estate dollar is going, and why tenants signal what's coming "before you see it in the data." What she takes home from the Retreat: "I leave with better questions than I came with." #MarketsGroupRE

“For many managers, inflation is a big fear.” In Argentina, says Luis Requesens it has been there almost every year for the last 30 years. “So inflation doesn’t stop us.” Requesens, managing partner at Andes Wealth Management, joined @CourtMcQuade ahead of the Private Wealth Latin America & Caribbean Retreat, which opens today in Miami. He calls volatility “a vital sign of a market,” and the contrarian lesson he draws from it is one many investors miss. “In Argentina, you learn it on day one.” In Miami, he wants to meet the people “who made their firms grow a lot.” 🔥 Request the agenda for the full speaker lineup and session topics at the Private Wealth Latin America & Caribbean Retreat, October 21-23 in Miami: info.marketsgroup.org/13th-a… #MarketsGroupPW

Cherry Creek Family Offices has appointed Colleen Harvey, CFA, managing director of investments and wealth advisory, based in Denver. Lauren Bailey writes: hubs.li/Q04BRbv20 #MarketsGroupNews

What will Nordic institutional investors prioritize as the next market cycle takes shape? 🔥Request the agenda: hubs.ly/Q04BGq8m0? Get in front of senior institutional decision-makers from across the region as we discuss the future of Sweden's investing at the 9th Annual Nordics Sweden Institutional Forum, November 17-18, in Stockholm. #MarketsGroupStockholm

Three important elections in major European countries, and “volatile six months ahead” for European bond markets. Robert Greil sees the French election as key, with markets likely to test the ECB’s reaction. Greil, chief strategist and deputy head of investment & client solutions at Merck Finck, joined @CourtMcQuade ahead of the Private Wealth Germany Forum. There’s good news for private wealth investors too: rates are back at historic average levels, making bonds “much more interesting than before.” Merck Finck’s view: government bonds offer “really attractive yields,” while high-yield spreads are “not interesting at this level.” How should larger private portfolios position for what’s ahead? That’s the conversation in Munich. 🔥 Request the agenda for the full speaker lineup and session topics at the Private Wealth Germany Forum, November 12 in Munich: info.marketsgroup.org/9th-an… #MarketsGroupMunich

KENFO, the €27.6 billion German nuclear waste fund, has appointed Daniel von Borries as chief executive officer and chief investment officer, succeeding Anja Mikus, who is retiring at the end of the year. @muskana_22 has more: hubs.li/Q04BRbqn0 #MarketsGroupNews

Home. Office. And then there's "the third space in people's lives." With hybrid and remote work, Matthew Faulkner says people want a place outside both, like a gym, a cafe or a fire pit where you can "hang out with your kids." That's his personal take. As an allocator, his next real estate dollar goes toward "durable cash flow." Faulkner, of the San José Retirement Fund and professor of finance at San José State University, joined @CourtMcQuade from the Sidelines of the 10th Annual Real Estate West Forum in Half Moon Bay. He also told McQuade what caddying at the @LPGA taught him about investing. #MarketsGroupRE

Vancouver, gather with institutional leaders at the 5th Annual Canada West Institutional Forum on October 22. If you're posting from the event, be sure to tag us with the official event hashtag: #MarketsGroupIF and we will interact with your post. See you there 💥

“Families rarely get stuck on the numbers. They get stuck on the conversation.” Plan the transfer of the assets but not the legacy, says Adriana Salles, and “the family gets stuck.” Salles, partner at Legend Wealth Management in Brazil, joined @CourtMcQuade ahead of the Private Wealth Latin America & Caribbean Retreat. Her firm runs a week-long immersion program for the next generation. In Miami, she’s looking forward to the exchange with peers, because “families in Latin America and Caribbean face similar questions.” 🔥 Request the agenda for the full speaker lineup and session topics at the Private Wealth Latin America & Caribbean Retreat, October 21-23 in Miami: marketsgroup.org/forums/priv… #MarketsGroupPW

Harvard University’s endowment returned 27.1% in fiscal year 2026, lifting its value to $68 billion as gains in venture capital, public equities and hedge funds helped deliver one of its strongest annual performances in recent years. 🔥Engage with endowment leaders navigating portfolio performance amid rising financial and regulatory pressures at the Institutional Fall Retreat on November 18-20, in Amelia Island: hubs.li/Q04BGm970 The results come as the university increasingly relies on its endowment to support university operations, research and financial aid as it faces mounting financial pressure from reductions in federal support and a substantially higher tax on endowment investment income. Lauren Bailey has the details: hubs.li/Q04BGlK70 #MarketsGroupNews

🤝Connect with Monroe Capital at the 3rd Annual Saudi Arabia Investors Forum: hubs.li/Q04BGrL80 Engage with top financial leaders on key topics such as alternative investments, capital markets, ESG strategies, and economic diversification under Vision 2030.   #MarketsGroupRiyadh

Singapore, gather with investment leaders from across the region to discuss what's next for alternatives at #ALTSSG on October 22. If you're posting from the event, be sure to tag us with the official event hashtag and we will reshare your post. See you there💥

The New Zealand Superannuation Fund returned 14.17% in the year ended June 30, lifting its value to NZ$94.4 billion, supported by continued strength in global equities. 💥Meet allocators exploring scalable investment operations at the 8th Annual Australia Investors Forum, March 24, in Sydney: hubs.li/Q04BGjdX0 Given how global equities performed, Jo Townsend, chief executive officer of the Guardians of New Zealand Superannuation, which manages the fund, said in its latest annual report that the return was well above both the 90-day Treasury bill rate and the fund’s long-term performance expectation. Since inception, the fund has earned NZ$22.59 billion more than a passive investor with an equivalent risk appetite. The fund is projected to reach NZ$200 billion by 2040, according to the report, though Townsend noted the Guardians need “the way that we work to be scalable” for a much larger pool of assets. @muskana_22 writes: hubs.li/Q04BGm8H0 #MarketsGroupNews

Strategic leadership and long-term investment vision are shaping the next chapter of the region’s investment landscape. Join Dr. Ahmed Mansour, Group CEO of The Private Department of H.H. Sheikh Mohammed Bin Khalid Al Nahyan, at our 5th Annual Private Wealth Middle East Forum. With leadership spanning strategic investments, wealth management, and asset management, Dr. Mansour brings a senior perspective to the conversations shaping investment priorities across the region. October 20, in Dubai. #MarketsGroupDubai

Hong Kong allocators are rethinking private-market access, liquidity and alternative income as insurance capital rules, tight credit spreads and slower private-equity exits reshape investment priorities. Markets Group’s latest Strategic Insights Series explores how institutional investors, insurers and family offices across Hong Kong are adapting their portfolios to evolving market conditions and emerging opportunities. Inside the report: • How Hong Kong’s risk-based capital framework is changing insurers’ approach to private-market investments • Why tight direct-lending spreads are driving interest in asset-based finance and credit secondaries • Where China’s secondary market is creating opportunities to acquire assets at substantial discounts • How business cash needs are shaping family-office demand for liquid alternatives and recurring income • Why power constraints are expanding AI infrastructure investment opportunities beyond hyperscale data centers 💥Read the full report here: hubs.li/Q04BdLWg0 #MarketsGroupAllocatorOutlook

The New York State Common Retirement Fund (NYSCRF) disclosed up to $765.2 million in U.S. real estate commitments and property acquisitions spanning middle-market debt and equity, affordable housing, student housing, industrial properties and grocery-anchored retail centers. 💥Connect with institutional investors allocating capital across U.S. real estate debt and equity strategies at the 13th Annual Real Estate Global Forum on December 1, in New York: hubs.li/Q04Bv-5b0 According to its July and August transaction disclosures, the pension fund committed $300 million to Artemis Real Estate Partners Fund V, which targets debt and equity investments in middle-market real estate and real estate-related businesses across the U.S. The investment closed Aug. 10 and builds on the pension fund’s existing relationship with Artemis Real Estate Partners. Lauren Bailey has more: hubs.li/Q04Bv-by0 #MarketsGroupNews

PSP Investments’ senior vice-president and chief technology, data and operations officer David Ouellet is leaving the C$320 billion pension investment manager in January 2027 after nearly 15 years with the organization. Lauren Bailey writes: hubs.li/Q04BvZVQ0 #MarketsGroupNews

Prime Minister Mark Carney’s proposed airport concessions could open some of Canada’s largest airports to pension investment, raising questions about whether acquiring established infrastructure assets is the most effective way to deploy institutional capital domestically. 🔥Engage with pension leaders across Canada at the 5th Annual Canada West Institutional Forum on October 22, in Vancouver: hubs.li/Q04BvX3m0 The proposal could give Canadian pension funds access to mature infrastructure assets with established cash flows, while allowing governments to recycle capital into new projects, said Sebastien Betermier, associate professor of finance at McGill University’s Desautels Faculty of Management and executive director of the International Centre for Pension Management. Exclusive with Lauren Bailey: hubs.li/Q04BvXzW0 #MarketsGroupNews